2026年9月7日 11:20 ET 发布 · 更新于 2 个月前 · 1 个来源
Nscale's $45B Anthropic deal: timing mismatch risk
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原始报道
Nscale's business model is risky because it bets that today's GPU hardware will remain productive long enough to earn contracted revenue over multi-year leases, despite rapidly changing GPU economics.
原文